SPECIALISTS

Stephanie M. Sherman

Director, Citrin Cooperman Advisors LLC

Experience

Stephanie M. Sherman is a tax director and has 15 years of experience in public accounting. She assists high net worth individuals working within the financial services industry with their individual, fiduciary, and gift tax compliance needs. She offers tax planning strategies to her clients that align with their specific goals.

Stephanie develops strong relationships with her clients’ financial advisors, family offices, and estate planning advisors, coordinating with them to provide seamless client service. Stephanie also has experience with Qualified Small Business Stock and cryptocurrency transactions.

Stephanie was a tax senior manager in the Individual Tax Practice at Untracht Early, which joined Citrin Cooperman in 2022. She joined Untracht Early in 2012 after being a part of the Private Client Advisor department at Deloitte Tax LLP.

CREDENTIALS

Education

Bachelor of Science in Accounting, Kean University – Magna Cum Laude

Master of Science in Accounting, University of Phoenix – Magna Cum Laude

Licenses

Certified Public Accountant in the state of New Jersey

Affiliations

Member, New Jersey Society of Certified Public Accountants (NJCPA)

WORK-LIFE BALANCE

Outside the Office

Stephanie enjoys spending time with her husband and being a mom of two wonderful boys as well as various arts and crafts to bring out her creative side.

Get in touch with Stephanie M. Sherman today.

Fill out the form below to get in direct contact with Stephanie M. Sherman and start your personalized consultation journey.

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Make everyday count and if you have a tough day, remember tomorrow is a new day to start over.

Get in touch with Stephanie M. Sherman today.

Fill out the form below to get in direct contact with Stephanie M. Sherman and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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